“Weekend Content for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. Robert Sofia’s marketing formula to stand out among other firms: bold, yet “on brand” [Article]: “Braveness begets boldness. Oftentimes we see the same old and do the same old in marketing because we’re too afraid to do anything different. What would our customers think? What would our competitors think? We fear judgment and reactions. So we play it safe. We stick to the path most traveled. This is why so many logos, websites, emails and marketing material look the same within…
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Weekend Content for New Financial Planners (August 14-15, 2021)
“Weekend Content for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. Air Force veteran and XY Planning Network advisor Daniel Kopp shares: How he developed his marketing “flywheel” including calculated bets with Google Ads that returned 5X revenue in 2 years The advantages (and trade-offs) of providing financial life planning with clients How his military background showed him the importance of feedback loops, iteration, and the power of checklists “In that first year or so, because I had spent time networking within the communities, that ultimately became the niche. So the widows…
